BWL
HCI icon

Bogart Wealth LLC’s HCI Group HCI Stock Holding History

Bogart Wealth LLC’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.13K Hold
35
– – ﹤0.01% 1149
2026
Q1 		$5.41K Hold
35
– – ﹤0.01% 1044
2025
Q4 		$6.71K Hold
35
– – ﹤0.01% 937
2025
Q3 		$6.72K Buy
+35
New +$5.54K ﹤0.01% 910

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bogart Wealth LLC's HCI Position: Q2 2026 in Review

Bogart Wealth LLC held its HCI Group (HCI) position steady in Q2 2026 at 35 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Bogart Wealth LLC first reported a position in HCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.72K in Q3 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Bogart Wealth LLC held 35 shares of HCI Group worth $6.13K as of Q2 2026.
  • Bogart Wealth LLC left its HCI Group share count unchanged in Q2 2026.
  • HCI Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1149 holding.
  • Bogart Wealth LLC first reported a position in HCI Group in Q3 2025 and has held it in 4 quarters since.
  • Bogart Wealth LLC's HCI Group position peaked at $6.72K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.